The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE
OMB APPROVAL
OMB Number: 3235-0006
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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP FIGI (to the nearest dollar) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
Abbott Laboratories COM 002824100   2,413,654 21,339 SH   SOLE   19,849 0 1,490
AbbVie Inc. COM 00287y109   341,717 1,923 SH   SOLE   1,923 0 0
Accenture plc COM g1151c101   716,948 2,038 SH   SOLE   1,838 0 200
Adobe Inc. COM 00724f101   11,072,532 24,900 SH   OTR 2 24,900 0 0
Advanced Micro Devices, Inc. COM 007903107   67,521,610 559,000 SH   SOLE   266,040 0 292,960
Advanced Micro Devices, Inc. COM 007903107   13,890,850 115,000 SH   OTR 1 115,000 0 0
Advanced Micro Devices, Inc. COM 007903107   44,692,300 370,000 SH   OTR 2 370,000 0 0
Airbnb, Inc. COM 009066101   38,849,921 295,639 SH   SOLE   127,864 0 167,775
Airbnb, Inc. COM 009066101   5,913,450 45,000 SH   OTR 1 45,000 0 0
Alphabet Inc. Class A COM 02079k305   794,114 4,195 SH   SOLE   4,195 0 0
Alphabet Inc. Class C COM 02079k107   1,855,838 9,745 SH   SOLE   9,745 0 0
Alphabet Inc. Class C COM 02079k107   123,786,000 650,000 SH   OTR 2 650,000 0 0
Amazon.com, Inc. COM 023135106   167,595,531 763,916 SH   SOLE   383,156 0 380,760
Amazon.com, Inc. COM 023135106   29,793,162 135,800 SH   OTR 1 135,800 0 0
Amazon.com, Inc. COM 023135106   75,974,757 346,300 SH   OTR 2 346,300 0 0
American Express Company COM 025816109   504,543 1,700 SH   SOLE   1,700 0 0
Amgen Inc. COM 031162100   2,559,224 9,819 SH   SOLE   9,386 0 433
Amphenol Corporation COM 032095101   2,157,117 31,060 SH   SOLE   27,990 0 3,070
Amphenol Corporation COM 032095101   9,723,000 140,000 SH   OTR 2 140,000 0 0
AppFolio, Inc. COM 03783c100   234,384 950 SH   SOLE   950 0 0
AppFolio, Inc. COM 03783c100   4,934,400 20,000 SH   OTR 2 20,000 0 0
Apple Inc. COM 037833100   11,317,982 45,196 SH   SOLE   43,269 0 1,927
Apple Inc. COM 037833100   111,086,312 443,600 SH   OTR 2 443,600 0 0
Applied Materials, Inc. COM 038222105   11,384,100 70,000 SH   OTR 2 70,000 0 0
Ares Management Corporation COM 03990b101   14,430,600 81,515 SH   SOLE   35,425 0 46,090
Ares Management Corporation COM 03990b101   2,775,830 15,680 SH   OTR 1 15,680 0 0
Arista Networks Inc COM 040413205   121,583 1,100 SH   SOLE   1,100 0 0
Arista Networks Inc COM 040413205   27,853,560 252,000 SH   OTR 2 252,000 0 0
Arm Holdings Plc COM 042068205   37,295,799 302,333 SH   SOLE   176,458 0 125,875
Arm Holdings Plc COM 042068205   5,329,152 43,200 SH   OTR 1 43,200 0 0
Arm Holdings Plc COM 042068205   15,420,000 125,000 SH   OTR 2 125,000 0 0
ASML Holding N.V. COM n07059210   813,676 1,174 SH   SOLE   1,174 0 0
ASML Holding N.V. COM n07059210   9,010,040 13,000 SH   OTR 2 13,000 0 0
Astera Labs Inc COM 04626a103   218,543 1,650 SH   SOLE   1,650 0 0
Axon Enterprise, Inc. COM 05464c101   175,169,282 294,739 SH   SOLE   147,694 0 147,045
Axon Enterprise, Inc. COM 05464c101   34,767,720 58,500 SH   OTR 1 58,500 0 0
Axon Enterprise, Inc. COM 05464c101   41,602,400 70,000 SH   OTR 2 70,000 0 0
Becton, Dickinson and Company COM 075887109   1,129,813 4,980 SH   SOLE   4,460 0 520
BlackRock, Inc. COM 09290d101   4,564,815 4,453 SH   SOLE   4,165 0 288
Blackstone Inc. COM 09260d107   2,791,480 16,190 SH   SOLE   15,010 0 1,180
Bloom Energy Corp COM 093712107   2,919,505 131,450 SH   SOLE   88,400 0 43,050
Booking Holdings Inc. COM 09857l108   9,420,124 1,896 SH   SOLE   1,863 0 33
Booking Holdings Inc. COM 09857l108   5,962,104 1,200 SH   OTR 2 1,200 0 0
Broadcom Inc. COM 11135f101   799,848 3,450 SH   SOLE   3,450 0 0
Broadcom Inc. COM 11135f101   85,085,280 367,000 SH   OTR 2 367,000 0 0
Broadridge Financial Solutions COM 11133t103   936,013 4,140 SH   SOLE   3,665 0 475
Broadridge Financial Solutions COM 11133t103   6,782,700 30,000 SH   OTR 2 30,000 0 0
Cadence Design Systems, Inc. COM 127387108   25,756,333 85,723 SH   SOLE   39,898 0 45,825
Cadence Design Systems, Inc. COM 127387108   6,910,580 23,000 SH   OTR 1 23,000 0 0
Cadence Design Systems, Inc. COM 127387108   14,331,942 47,700 SH   OTR 2 47,700 0 0
Cintas Corporation COM 172908105   3,770,928 20,640 SH   SOLE   19,280 0 1,360
Cisco Systems, Inc. COM 17275r102   930,920 15,725 SH   SOLE   13,525 0 2,200
Clearwater Analytics Holdings, COM 185123106   14,049,373 510,515 SH   SOLE   207,865 0 302,650
Clearwater Analytics Holdings, COM 185123106   2,793,280 101,500 SH   OTR 1 101,500 0 0
Constellation Brands, Inc. COM 21036p108   924,885 4,185 SH   SOLE   3,525 0 660
Costco Wholesale Corporation COM 22160k105   7,554,646 8,245 SH   SOLE   7,945 0 300
Credo Technology Group Holding COM g25457105   6,274,054 93,350 SH   SOLE   61,400 0 31,950
CrowdStrike Holdings, Inc. COM 22788c105   61,021,499 178,342 SH   SOLE   79,092 0 99,250
CrowdStrike Holdings, Inc. COM 22788c105   13,891,696 40,600 SH   OTR 1 40,600 0 0
CrowdStrike Holdings, Inc. COM 22788c105   26,483,184 77,400 SH   OTR 2 77,400 0 0
D. R. Horton, Inc. COM 23331a109   218,818 1,565 SH   SOLE   1,565 0 0
Datadog, Inc. COM 23804l103   12,386,420 86,685 SH   SOLE   57,415 0 29,270
Datadog, Inc. COM 23804l103   17,861,250 125,000 SH   OTR 2 125,000 0 0
Dell Technologies Inc. COM 24703l202   977,235 8,480 SH   SOLE   8,480 0 0
Dell Technologies Inc. COM 24703l202   17,286,000 150,000 SH   OTR 2 150,000 0 0
DexCom, Inc. COM 252131107   24,471,730 314,668 SH   SOLE   137,493 0 177,175
DexCom, Inc. COM 252131107   5,638,325 72,500 SH   OTR 1 72,500 0 0
Draftkings, Inc. COM 26142v105   7,108,548 191,090 SH   SOLE   118,090 0 73,000
e.l.f. Beauty, Inc. COM 26856l103   63,224,092 503,577 SH   SOLE   247,127 0 256,450
e.l.f. Beauty, Inc. COM 26856l103   14,708,183 117,150 SH   OTR 1 117,150 0 0
Ecolab Inc. COM 278865100   1,319,222 5,630 SH   SOLE   4,845 0 785
Exact Sciences Corporation COM 30063p105   61,753,203 1,099,007 SH   SOLE   517,752 0 581,255
Exact Sciences Corporation COM 30063p105   15,567,440 277,050 SH   OTR 1 277,050 0 0
First Solar, Inc. COM 336433107   3,776,823 21,430 SH   SOLE   21,430 0 0
HubSpot, Inc. COM 443573100   18,405,180 26,415 SH   SOLE   5,000 0 21,415
HubSpot, Inc. COM 443573100   4,668,359 6,700 SH   OTR 1 6,700 0 0
HubSpot, Inc. COM 443573100   3,483,850 5,000 SH   OTR 2 5,000 0 0
Intuit Inc. COM 461202103   4,092,164 6,511 SH   SOLE   6,131 0 380
Intuit Inc. COM 461202103   12,381,450 19,700 SH   OTR 2 19,700 0 0
Johnson & Johnson COM 478160104   1,550,905 10,724 SH   SOLE   9,800 0 924
JPMorgan Chase & Co. COM 46625h100   7,266,329 30,313 SH   SOLE   28,533 0 1,780
KLA Corporation COM 482480100   9,451,800 15,000 SH   OTR 2 15,000 0 0
MercadoLibre, Inc. COM 58733r102   155,484,833 91,438 SH   SOLE   47,228 0 44,210
MercadoLibre, Inc. COM 58733r102   32,733,470 19,250 SH   OTR 1 19,250 0 0
MercadoLibre, Inc. COM 58733r102   28,907,480 17,000 SH   OTR 2 17,000 0 0
Meta Platforms, Inc. COM 30303m102   95,576,310 163,236 SH   SOLE   73,431 0 89,805
Meta Platforms, Inc. COM 30303m102   22,776,339 38,900 SH   OTR 1 38,900 0 0
Meta Platforms, Inc. COM 30303m102   128,408,198 219,310 SH   OTR 2 219,310 0 0
Micron Technology, Inc. COM 595112103   843,704 10,025 SH   SOLE   10,025 0 0
Micron Technology, Inc. COM 595112103   25,248,000 300,000 SH   OTR 2 300,000 0 0
Microsoft Corporation COM 594918104   17,451,602 41,404 SH   SOLE   40,280 0 1,124
Microsoft Corporation COM 594918104   122,235,000 290,000 SH   OTR 2 290,000 0 0
MongoDB, Inc. COM 60937p106   7,829,400 33,630 SH   SOLE   21,280 0 12,350
MongoDB, Inc. COM 60937p106   10,266,921 44,100 SH   OTR 2 44,100 0 0
Monolithic Power Systems, Inc. COM 609839105   7,048,922 11,913 SH   SOLE   11,098 0 815
Monolithic Power Systems, Inc. COM 609839105   18,342,700 31,000 SH   OTR 2 31,000 0 0
Natera, Inc. COM 632307104   56,934,336 359,661 SH   SOLE   166,311 0 193,350
Natera, Inc. COM 632307104   12,751,065 80,550 SH   OTR 1 80,550 0 0
Netflix, Inc. COM 64110l106   106,372,803 119,343 SH   SOLE   66,373 0 52,970
Netflix, Inc. COM 64110l106   18,494,890 20,750 SH   OTR 1 20,750 0 0
Nextera Energy, Inc. COM 65339f101   1,247,263 17,398 SH   SOLE   15,998 0 1,400
NVIDIA Corporation COM 67066g104   242,915,704 1,808,889 SH   SOLE   971,164 0 837,725
NVIDIA Corporation COM 67066g104   45,678,744 340,150 SH   OTR 1 340,150 0 0
NVIDIA Corporation COM 67066g104   131,371,878 978,270 SH   OTR 2 978,270 0 0
NXP Semiconductors N.V. COM n6596x109   4,157,000 20,000 SH   OTR 2 20,000 0 0
On Holding AG COM h5919c104   25,239,440 460,826 SH   SOLE   179,146 0 281,680
On Holding AG COM h5919c104   9,445,087 172,450 SH   OTR 1 172,450 0 0
Oracle Corporation COM 68389x105   2,294,633 13,770 SH   SOLE   12,945 0 825
Oracle Corporation COM 68389x105   24,996,000 150,000 SH   OTR 2 150,000 0 0
PACCAR Inc COM 693718108   2,438,749 23,445 SH   SOLE   21,908 0 1,537
Palo Alto Networks, Inc. COM 697435105   47,221,349 259,515 SH   SOLE   128,715 0 130,800
Palo Alto Networks, Inc. COM 697435105   10,917,600 60,000 SH   OTR 1 60,000 0 0
Palo Alto Networks, Inc. COM 697435105   32,934,760 181,000 SH   OTR 2 181,000 0 0
Paychex, Inc. COM 704326107   3,151,445 22,475 SH   SOLE   21,550 0 925
Pinterest, Inc. COM 72352l106   6,678,700 230,300 SH   SOLE   160,850 0 69,450
Pinterest, Inc. COM 72352l106   3,929,500 135,500 SH   OTR 2 135,500 0 0
Procore Technologies, Inc. COM 74275k108   6,788,283 90,595 SH   SOLE   16,595 0 74,000
QUALCOMM Incorporated COM 747525103   3,857,705 25,112 SH   SOLE   24,137 0 975
QUALCOMM Incorporated COM 747525103   14,901,140 97,000 SH   OTR 2 97,000 0 0
Quanta Services, Inc. COM 74762e102   26,631,953 84,265 SH   SOLE   37,865 0 46,400
Quanta Services, Inc. COM 74762e102   4,266,675 13,500 SH   OTR 1 13,500 0 0
Repligen Corporation COM 759916109   12,918,183 89,747 SH   SOLE   32,347 0 57,400
Repligen Corporation COM 759916109   3,310,620 23,000 SH   OTR 1 23,000 0 0
Rivian Automotive, Inc. COM 76954a103   3,045,767 229,005 SH   SOLE   141,705 0 87,300
Salesforce, Inc. COM 79466l302   7,723,023 23,100 SH   OTR 2 23,100 0 0
Samsara Inc. COM 79589l106   15,406,186 352,625 SH   SOLE   150,325 0 202,300
Samsara Inc. COM 79589l106   2,673,828 61,200 SH   OTR 1 61,200 0 0
ServiceNow, Inc. COM 81762p102   99,253,735 93,625 SH   SOLE   50,200 0 43,425
ServiceNow, Inc. COM 81762p102   22,103,502 20,850 SH   OTR 1 20,850 0 0
ServiceNow, Inc. COM 81762p102   53,006,000 50,000 SH   OTR 2 50,000 0 0
Shopify Inc. COM 82509l107   182,341,276 1,714,862 SH   SOLE   887,212 0 827,650
Shopify Inc. COM 82509l107   36,343,594 341,800 SH   OTR 1 341,800 0 0
Shopify Inc. COM 82509l107   60,097,716 565,200 SH   OTR 2 565,200 0 0
Snowflake Inc. COM 833445109   31,669,800 205,102 SH   SOLE   76,902 0 128,200
Snowflake Inc. COM 833445109   7,195,506 46,600 SH   OTR 1 46,600 0 0
Soundhound Ai Inc COM 836100107   446,400 22,500 SH   SOLE   22,500 0 0
Sportradar Group Ag COM h8088l103   3,963,924 228,600 SH   OTR 2 228,600 0 0
Spotify Technology S.A. COM l8681t102   55,086,347 123,131 SH   SOLE   65,831 0 57,300
Spotify Technology S.A. COM l8681t102   9,931,836 22,200 SH   OTR 1 22,200 0 0
Spotify Technology S.A. COM l8681t102   8,947,600 20,000 SH   OTR 2 20,000 0 0
Starbucks Corporation COM 855244109   1,047,733 11,482 SH   SOLE   10,512 0 970
Symbotic Inc. COM 87151x101   12,788,842 539,386 SH   SOLE   297,136 0 242,250
Symbotic Inc. COM 87151x101   2,135,086 90,050 SH   OTR 1 90,050 0 0
Symbotic Inc. COM 87151x101   2,465,840 104,000 SH   OTR 2 104,000 0 0
Tesla, Inc. COM 88160r101   290,245,866 718,715 SH   SOLE   398,860 0 319,855
Tesla, Inc. COM 88160r101   53,327,072 132,050 SH   OTR 1 132,050 0 0
Tesla, Inc. COM 88160r101   73,862,336 182,900 SH   OTR 2 182,900 0 0
The Home Depot, Inc. COM 437076102   4,417,759 11,357 SH   SOLE   10,800 0 557
The Progressive Corporation COM 743315103   4,498,678 18,775 SH   SOLE   17,350 0 1,425
The Trade Desk, Inc. COM 88339j105   170,569,291 1,451,283 SH   SOLE   723,182 0 728,101
The Trade Desk, Inc. COM 88339j105   33,907,405 288,500 SH   OTR 1 288,500 0 0
The Trade Desk, Inc. COM 88339j105   41,323,548 351,600 SH   OTR 2 351,600 0 0
The Walt Disney Company COM 254687106   606,078 5,443 SH   SOLE   4,110 0 1,333
Toast, Inc. COM 888787108   54,242,521 1,488,135 SH   SOLE   731,960 0 756,175
Toast, Inc. COM 888787108   9,826,920 269,600 SH   OTR 1 269,600 0 0
Toast, Inc. COM 888787108   16,220,250 445,000 SH   OTR 2 445,000 0 0
Tractor Supply Company COM 892356106   988,243 18,625 SH   SOLE   17,375 0 1,250
Uber Technologies, Inc. COM 90353t100   76,927,001 1,275,315 SH   SOLE   617,650 0 657,665
Uber Technologies, Inc. COM 90353t100   15,080,000 250,000 SH   OTR 1 250,000 0 0
Uber Technologies, Inc. COM 90353t100   7,726,992 128,100 SH   OTR 2 128,100 0 0
Veeva Systems Inc. COM 922475108   36,550,281 173,842 SH   SOLE   80,077 0 93,765
Veeva Systems Inc. COM 922475108   8,063,088 38,350 SH   OTR 1 38,350 0 0
Vertiv Holdings Co COM 92537n108   10,224,900 90,000 SH   OTR 2 90,000 0 0
Visa Inc. COM 92826c839   6,086,298 19,258 SH   SOLE   18,183 0 1,075
Visa Inc. COM 92826c839   316,040 1,000 SH   OTR 2 1,000 0 0
Waste Management, Inc. COM 94106l109   623,531 3,090 SH   SOLE   2,725 0 365
Wingstop Inc. COM 974155103   40,697,440 143,200 SH   SOLE   76,345 0 66,855
Wingstop Inc. COM 974155103   8,653,890 30,450 SH   OTR 1 30,450 0 0
Xometry, Inc. COM 98423f109   415,935 9,750 SH   SOLE   9,750 0 0
Zillow Group, Inc. Class C COM 98954m200   54,387,504 734,470 SH   SOLE   353,770 0 380,700
Zillow Group, Inc. Class C COM 98954m200   10,422,538 140,750 SH   OTR 1 140,750 0 0
Zoetis Inc. COM 98978v103   2,531,118 15,535 SH   SOLE   14,615 0 920
iShares MSCI KLD 400 Social COM 464288570   744,188 6,750 SH   SOLE   6,750 0 0
Spdr Dow Jones Industrial Avrg COM 78467x109   276,575 650 SH   SOLE   650 0 0
SPDR S&P 500 ETF Trust COM 78462f103   2,786,274 4,754 SH   SOLE   3,969 0 785